JOB DESCRIPTION
About PwC
At PwC, we work together to create a better tomorrow for our people, our clients, and the communities we serve. We approach problems with curiosity, collaboration and challenging the status quo to develop innovative solutions in partnership with Australian businesses and not-for-profits. Together, we strive to make a positive impact and drive meaningful change.
That’s where our people come in. Whether you’re just beginning your career or have plenty of experience under your belt, we believe your unique perspective can help us to deliver valued insights that make a real impact. Here, you’ll be surrounded by peers who have your back and leaders who support you, in an environment that encourages continuous learning and growth.
Our Private Wealth team is expanding and we’re looking for a Senior Consultant to join our vast community of solvers. The Wealth team brings our purpose to life by delivering tailored financial solutions to high-net-worth individuals and families. As part of our team, you'll collaborate with experts in finance, investment, tax, and estate planning to provide comprehensive and innovative strategies. We pride ourselves on our client-centric approach, building long-term, trust-based relationships while upholding the highest standards of integrity and compliance. If you're passionate about helping clients achieve their financial goals and thrive in a proactive, results-oriented environment, we invite you to explore this exciting opportunity with us.
You’ll help solve complex problems by using your skills in:
* Working closely as part of the client service team, responsible for supporting our clients manage their wealth
* Researching and analysing investment strategies and solutions, and preparing wealth strategy documents
* Support with Wealth related client matters and deliverables, including quarterly reports, marketing and thought leadership.
* Assistance with business development, marketing initiatives and proposals
* Preparation for and attendance at strategic meetings with clients
* Engagement with various external stakeholders and advisers (i.e. asset consultant, fund managers, investment advisers, brokers, banks, lawyers etc.)
* Contribute to and be an active part of our operational infrastructure (including platforms, data sources, templates and models)
* Ensure all financial activities comply with relevant laws and regulations, maintaining ethical standards.
* Lead and mentor junior consultants, fostering a collaborative and high-performing team environment.
In our Private Wealth team, your impact will be seen by:
* Consistently exceeding client expectations through personalised and proactive service.
* Mentoring and developing junior staff, fostering a culture of continuous improvement and collaboration.
* Assisting senior team members in implementing investment strategies that maximise returns while effectively managing risk, enhancing client satisfaction.
* Cultivating relationships with industry peers and potential clients to expand the firm's influence and reach.
* Upholding the highest standards of regulatory compliance and ethical conduct
* Assisting senior team members in quickly responding to economic shifts and market trends, ensuring clients' strategies remain relevant and effective.
* Utilising advanced tools and platforms to improve efficiency and deliver superior client outcomes.
Your new benefits:
* Flexible working arrangements including working from home or from a different PwC Australia base office
* More opportunities to connect with loved ones, with the ability to work up to four weeks from anywhere in Australia and select international locations
* Health and lifestyle perks like a wellness credit and discounted memberships
* More family time with 26 weeks paid parental leave
* World-class development opportunities to accelerate your career
* Strong mentors, meaningful work and plenty of networking opportunities
* Dress for your day so you can feel confident and comfortable for whatever your day has in store for you
Our commitment to diversity and inclusion:
To solve important problems we need diverse talent. We empower our people to use their creativity, authenticity and human differences to be the champions of change. We know that when people from diverse backgrounds and with different points of view work together, we create the most value - for our clients, our people and our society. If you don’t think you quite meet all of the qualifications, we’d still love to hear from you.
If you’re keen to apply and need reasonable adjustments or would like to note which pronouns you use at any point in the application or interview process, please let us know.
Kerrie Edmonds is the Recruitment Manager for the role. As the team experiences high volumes of applications, we appreciate your patience to allow for a timely and fair process for all.
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